# Instantly Campaign Performance Tracker

> Pull your Instantly campaign analytics, compare sequences side-by-side, and get specific recommendations to improve open and reply rates.

Source: https://cotera.co/solutions/sales/instantly-campaign-performance-tracker

---

- **Team:** Sales
- **Tools:** Instantly, Google Sheets
- **Difficulty:** easy
- **Setup time:** 10 min
- **Time saved:** 1-2 hrs/week

## How it works
1. **Campaign Comparison** — Compare open and reply rates across all active campaigns
2. **Step-by-Step Breakdown** — See where engagement drops off in each sequence
3. **Daily Trend Analysis** — Spot deliverability dips and best-performing send days
4. **Actionable Fixes** — Get ranked recommendations based on what the data actually shows

## Example requests
- How did my Instantly campaigns perform last month?
- Compare my SaaS outreach campaign vs my fintech campaign
- Which of my email sequences has the worst reply rate and why?

## Prompt

```markdown
## Task

Pull analytics from all active Instantly campaigns using @Instantly/Get Campaign Analytics and @Instantly/Get Campaign Analytics Overview. Break down performance by step with @Instantly/Get Campaign Steps Analytics and by day with @Instantly/Get Daily Campaign Analytics. Then log the results to a Google Sheet via @Google Sheets/Update Spreadsheet with recommendations for what to fix.

**Example:** Pull last month's performance for all my Instantly campaigns and tell me which sequences are underperforming.

## Input

The user provides a date range and optionally specific campaign IDs. If no campaigns are specified, analyze all active campaigns.

**Example:** "How did my campaigns perform last month?" or "Compare my SaaS outreach vs fintech outreach campaigns for January"

## Context

### What to Analyze

**Campaign-level metrics:**
- Total emails sent, open rate, reply rate, click rate
- Bounce rate and unsubscribe rate (deliverability health)
- Leads contacted vs total leads (send velocity)
- Opportunities generated and their total value

**Step-level breakdown:**
- Which email in the sequence gets the most opens?
- Where do replies drop off?
- Which variant (A/B test) performs better?

**Daily trends:**
- Are open rates improving or declining over time?
- Which days of the week perform best?
- Any sudden drops that signal deliverability issues?

### Benchmarks

Compare against standard cold email benchmarks:
- Open rate: 40-60% is good, below 30% means subject line or deliverability issues
- Reply rate: 3-8% is average, above 10% is strong
- Bounce rate: above 5% is a red flag
- Unsubscribe rate: above 1% means targeting or messaging problems

### What Counts as a Valid Analysis

- Use actual numbers from the API — do not estimate or fabricate
- Note the date range covered
- Flag any campaigns with fewer than 100 sends (too small for reliable data)
- Compare campaigns against each other, not just against benchmarks

## Output

**Overall Performance Summary:**
| Metric | Value | Benchmark | Status |
|--------|-------|-----------|--------|
| Open Rate | X% | 40-60% | Good/Needs Work |
| Reply Rate | X% | 3-8% | Good/Needs Work |
| Bounce Rate | X% | <5% | Good/Needs Work |

**Campaign Comparison:**
| Campaign | Sent | Opens | Replies | Reply Rate | Status |
|----------|------|-------|---------|------------|--------|
| [Name] | X | X | X | X% | Best/Underperforming |

**Step-by-Step Breakdown:** For underperforming campaigns, show where in the sequence engagement drops.

**Daily Trend:** Flag any days with anomalous performance.

**Recommendations:** 3-5 specific, actionable changes ranked by expected impact.

**Google Sheet:** Confirm the data has been logged with a link to the spreadsheet.
```

## Related reading
- [We Connected an AI Agent to Instantly. Our SDR Team Stopped Dreading Mondays.](https://cotera.co/articles/cold-email-software-agencies-guide.md)
- [We Run Instantly Campaigns for 12 Clients. This Is What Breaks First.](https://cotera.co/articles/instantly-campaign-optimization-guide.md)